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Our approach

We deliver personalized financial advice to help you achieve your goals, today and tomorrow, through our Confident Retirement® approach. We start with a conversation about key financial areas including covering essentials, ensuring lifestyle, preparing for the unexpected and leaving a legacy.

By identifying clear steps to take toward your goals, we can help take the uncertainty out of planning for your financial future. Working together, we can help you feel more confident, connected, and in control of your financial life.

Market volatility is a natural characteristic of investment markets. Ongoing communication with your advisor can help ensure you have the personalized financial advice you need to maintain a well-diversified portfolio regardless of market conditions.
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Investment products are not federally or FDIC-insured, are not deposits or obligations of, or guaranteed by any financial institution, and involve investment risks including possible loss of principal and fluctuation in value.

Client Satisfaction Rating: Each client has the opportunity to rate a practice based on the client’s overall satisfaction with the practice, on a scale of 1 to 5. The practice’s Client Satisfaction Rating is an average of all client responses for that practice within a rolling 24-month period, and is updated daily. There is no minimum number of responses required for a practice to receive a rating.

Client experiences may vary, and working with any Ameriprise financial practice is not a guarantee of future financial results. Investors should not consider this rating a substitute for their own research and evaluation of a financial practice's qualifications. Not all clients may respond to these questions, and only clients with access to the Ameriprise Secure Client Site may submit a rating.

1 Ameriprise Financial tied for first place based on responses to a consumer survey as part of the 2018 Temkin Trust Ratings, www.temkinratings.com. The Temkin Trust Ratings (TTR) is an openly available loyalty benchmarking metric. When companies have earned trust, their customers are willing to believe their claims and are more inclined to work with the company. The TTR is based on consumer feedback of their recent interactions with companies. Consumers are asked “To what degree do you TRUST that these companies will take care of your needs?” Responses are on a scale from 1= “do not trust at all” to 7= “completely trust.” TTR is calculated by taking the percentage of consumers that gave a rating of 6 or 7 and subtract the percentage that gave a rating of 1, 2, or 3.

2 Ameriprise Financial was ranked #1 in the investment industry for customer loyalty according to the 2017 Temkin Group Loyalty Index. The Temkin Group Loyalty Index is an average of five loyalty ratings: repurchasing from the company, recommending the company to others, forgiving the company if it makes a mistake, trusting the company, and trying the company’s new offerings. The survey was fielded in January 2017 to 10,000 U.S. consumers, with quotas for age, income, ethnicity, and region to ensure that the distribution of respondents matched the U.S. Census data for the U.S. population. Consumers were asked to identify companies that they had interreacted with over the previous 90 days and were asked a series of questions about a random sample of those organizations, drawing from a total of 329 companies across 20 industries. For each company, the percentage of customers who considered themselves “very likely” to exhibit each of the five loyalty behaviors is determined. The Temkin Loyalty Index is then calculated by averaging the percentage of those five behaviors. See www.temkingroup.com for more.

3 Ameriprise is rated #1 in the investment firm category for customer service according to the 2017 Temkin Customer Service Ratings. The Temkin Customer Service Ratings (TCSR) is an openly available benchmarking metric for a critical customer interaction. The TCSR is based on consumer feedback of their recent interactions with companies. Consumers were asked to rate how satisfied they were with recent customer service experiences. Responses were on a scale from 1= “very dissatisfied” to 7= “very satisfied”. TCSR was calculated by taking the percentage of consumers that gave a rating of 6 or 7 and subtracting the percentage that gave a rating of 1, 2, or 3. See www.temkinratings.com for more.

Any client featured on this page is a brokerage customer of Ameriprise Financial Services, Inc., a registered broker-dealer. No depiction of or reference to a client is intended as an advertisement of investment advisory services. Each client experience is unique, so one client’s success does not guarantee success for any future client.

The Confident Retirement approach is not a guarantee of future financial results.

Ameriprise Financial cannot guarantee future financial results.

Ameriprise Financial, Inc. and its affiliates do not offer tax or legal advice. Consumers should consult with their tax advisor or attorney regarding their specific situation.

Ameriprise financial advisors are individually licensed/registered to do business only in certain U.S. states. Please refer to an advisor’s personal website, accessed through the Team Tab above, for a list of states.

Investment advisory products and services are made available through Ameriprise Financial Services, Inc., a registered investment adviser.